Market Records? More Upside Ahead

Equities May Already Be Pricing In More Fed Rate Cuts U.S. stocks are poised to kick off the second half of 2025 at record highs, with the S&P 500 up nearly 24% from its mid-April lows. But as summer approaches—a season historically prone to volatility—investors are asking whether this strength is sustainable. Mike Wilson, Morgan […]
Market Jitters Could Boost Stocks

Elevated Sector Correlations Signal Lingering Market Jitters Despite Record Highs U.S. stocks appear poised to notch another record high by Friday, but under the surface, signs of investor unease remain. Nicholas Colas, co-founder of DataTrek Research, points to unusually high correlations between stock sectors as a signal that traders are still on edge. Colas uses […]
JPMorgan Unveils Surprising Market Forecast Tool

A “Good” S&P 500 Valuation May Be a Bad Omen for Future Returns Markets paused on Wednesday as investor focus shifted from geopolitical concerns to upcoming economic data, interest rates, and tariff developments. A flood of economic reports due in the next two days could shape short-term market direction. But it’s not just data that […]
Apple Slips. Perplexity to the Rescue?

Apple’s AI Catch-Up Play Could Pull It Out of the ‘Penalty Box’ Apple Inc. has had a turbulent first half of the year, with its stock down more than 19% amid mounting investor concerns. Tariffs introduced during former President Donald Trump’s administration continue to cast a long shadow, and fears that Apple is lagging behind […]
Why More Investors Are Thinking Long-Term

Retail Investors Stay Bullish on Stocks Despite Economic Uncertainty A shaky economy isn’t dampening retail investors’ confidence in the stock market. While economists often caution that the stock market doesn’t perfectly mirror the economy, retail investors appear to understand the distinction. Even as many are tightening their budgets in response to economic uncertainty, they’re continuing […]
U.S. Stocks Strong — Tel Aviv Confirms

Tel Aviv Stocks at Record Highs Signal Investor Optimism Amid Crisis Despite rising tensions in the Middle East, markets appear surprisingly calm. Oil futures briefly dipped, stock futures rose, and even gold—a traditional safe haven—lost some shine. This measured response, according to Ed Yardeni of Yardeni Research, suggests investors believe the conflict may soon de-escalate. […]